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Technology Stocks : Applied Magnetics Corp -- Ignore unavailable to you. Want to Upgrade?

To: Think4Yourself who wrote (10401)	11/18/1997 8:35:00 AM
From: Sawtooth	Read Replies (2) \| Respond to of 12298

Ken: <<With IBM's recent announcement of what appears to be MR's replacement (in line with product life cycles in this industry), APM seems to be a VERY risky investment to me. IBM expects to begin delivery of the next generation at the same time APM is beginning a pilot to produce this generation.>> Devil's advocate - So what if, as has been posted here and there a couple of times in the past, APM decides to leapfrog MR to the extent that it can (GMR licensing, new guy from IBM, ...). If you were running a company like APM would you try and play catch up to drag yourself into what is considered to be a transient technology currently being surpased and likely to guarantee that your product is virtually technologicaly obsolete when you finally get into full production? I wouldn't. That approach doesn't pass the smell test for me, strategically. I can't imagine it does for any reasonable person. You probably know more about DD/MR/GMR than I do. Any comment to this "stretch of the imagination" appreciated. ...Tim